Cierre de mercados positivo debido a la nueva ronda de conversaciones China-USA

Sesión en Europa positiva en la parte final tras la noticia del WSJ de otra ronda de conversaciones entre EEUU y China. La sesión ha sido totalmente dependiente del comportamiento de las tecnológicas de EEUU a la espera de las repercusiones que pueda tener en el sector tecnológico, y en el resto del mercado, la presentación de nuevos productos de Apple dentro de unas horas. Además, mañana tendremos la decisión sobre tipos de interés del BCE y delegó, por lo que la lateralidad en la que llevamos metidos unos cuantos días, parece que se va a prolongar un poco más, siempre y cuando desde Estados Unidos no aparezca algún catalizador.

Hoy nos hemos encontrado noticias que hacen al Ibex 35 protagonista y es uno de los pocos futuros sobre índices que ha llegado a pisar en negativo.

Si miramos al índice por dentro tenemos una polarización absoluta porque el mejor de todos los valores es Inditex y Telefónica ha tenido un peso bajista muy importante durante toda la sesión.

Para el de Zara, la presentación de los beneficios y resultados del primer semestre del año ha sido positivo, pero mejor todavía la opinión de que su colección de otoño ha sido bien acogida y además ha subido las perspectivas de ventas para el resto del año, intentando compensar los efectos negativos en las divisas. Como consecuencia, el supersector minorista es uno de los mejores del día con un incremento del 1,3%, aunque han aparecido algunas rebajas de precio objetivo sobre el valor.

En el lado contrario, tenemos a Telefónica que está descendiendo -1,9%. La razón del descenso de hoy y la preocupante situación técnica en gráficos de meses está en una rebaja de recomendación y de precio objetivo realizada por JP Morgan. Es cierto que el sector de telecomunicaciones no lo está haciendo bien en el pasado reciente y es que las enormes inversiones que están realizando en contenido propio para poder luchar contra Netflix se están dejando notar, aunque poco a poco empiezan a apostar un poco más por las posibilidades de negocio que ofrecen los deportes electrónicos. Como punto positivo, en Estados Unidos Verizon está empezando a dar el paso hacia las 5G en algunas ciudades y eso puede despertar todavía más al ecosistema que requiere de altas velocidades de Internet para poder funcionar, pero lo que está claro es que quien tiene perspectivas de aumento de negocio es todo el ecosistema pero no las empresas que tejen Internet, las de telecomunicaciones, pues la guerra de precios es brutal y el traspaso de clientes buscando las mejores ofertas también, lo que limita su capacidad de ingresos.

Siguiendo con el Ibex 35, los bancos vuelven otra vez a tener problemas, no hay demasiado movimiento en todas partes pero somos incapaces de atacar con consistencia la zona de máximos del mes. En estos momentos estamos otra vez pendientes de la evolución del mercado secundario de deuda de Italia porque a comienzos de la mañana volvimos a tener aumento de tipos pero sólo hasta que hemos tenido una subasta de un año en donde los tipos han vuelto a bajar, así que volvemos a ver entrada de dinero en el mercado de deuda europea. Esto no está ayudando al sector bancario porque estamos en plena recogida de beneficios de mejoras anteriores, que comenzaron en el sector italiano y han contagiado al español.

Susto importante el que tuvimos cuando aparecieron informaciones acerca de que el movimiento 5 Estrellas en Italia buscaría la dimisión del Ministro de Economía si no consigue 10.000 millones de euros para la realización de la renta básica universal, cosa que fue desmentida después. En cualquier caso, el futuro de la deuda de Italia a 10 años es de las pocas que está perdiendo precio en estos momentos.

Sigue habiendo muchos dimes y diretes acerca de la concentración bancaria y aquellas noticias acerca de que el Commerzbank y el Deutsche Bank cada vez serían menos reticentes a una fusión entre ambos bancos. Hay que tener en cuenta que hoy Junker, en el discurso del Estado de la Unión en el Parlamento Europeo ha apostado por seguir avanzando en la unión económica y monetaria, lo que sigue metiendo presión para una mejoría del sistema financiero de toda la unión. Además, algo importante, ha dicho que debería despojarse a los Estados miembros de la capacidad de veto en cuestiones fiscales, lo que arrinconaría las posibilidades de problemas globales que emerjan de gobiernos populistas.

En otro orden de cosas, el sector español está perjudicado por la incertidumbre política que tenemos en nuestro país ya que la debilidad del gobierno hace que pueda acercarse demasiado a posturas que dañan la economía y, sobre todo, hay muchísimo respeto a lo que pueda pasar con las incipientes subidas de impuestos. También hemos conocido la lectura final del IPC en el mes de agosto en donde mantenemos un crecimiento en la interanual del 2,2%.

Hablando de subidas de impuestos, hoy hemos conocido la producción industrial de Italia que cae más de lo esperado, pero la más preocupante es la de la zona euro del mes de julio que encadena dos meses en negativo y en la interanual se coloca por debajo de cero por primera vez en muchos meses, por lo que estamos en una situación de desaceleración al que una subida de impuestos le viene fatal.

54 comentarios sobre “Cierre de mercados positivo debido a la nueva ronda de conversaciones China-USA

  • el noviembre 5, 2018 a las 7:19 pm
    Permalink

    Great remarkable things here. I am very glad to look your post. Thank you a lot and i am having a look ahead to contact you. Will you kindly drop me a e-mail?

  • el enero 9, 2019 a las 8:01 am
    Permalink

    I just want to mention I am new to weblog and definitely loved this website. Most likely I’m going to bookmark your website . You amazingly have incredible articles and reviews. Thanks a bunch for sharing your website.

  • el enero 11, 2019 a las 10:35 am
    Permalink

    Youre so cool! I dont suppose Ive read anything such as this prior to. So nice to uncover somebody with many original ideas on this subject. realy thank you for beginning this up. this website can be something that is required on the web, a person after some originality. helpful job for bringing new stuff for the web!

  • el enero 14, 2019 a las 1:17 am
    Permalink

    Kurye olarak hizmet veren kişiler, bulundukları lokasyondaki her adrese en kısa sürede ulaşma yolunu bilirler. Üstelik verilen bu görevi hava, trafik ve buna benzer diğer olumsuz şartlardan etkilenmeden yerine getirirler. Yani iş hayatı başta olmak üzere hayatın hemen her alanında önemli görevleri üstlenebilir ve başarıyla yerine getirebilirler. Özellikle büyük şehirlerdeki trafik kaosu ve adres konusundaki karmaşa göze alınırsa, kurye hizmetlerinden faydalanmanın bazı durumlarda zorunlu hale geleceği anlaşılabilir. Örneğin İstanbul’un bir noktasından diğer bir noktasına acil şekilde önemli bir evrak ulaştırmak gerektiğinde ya da hastanızın ihtiyacı olan ilacı acil ve güvenli bir şekilde ulaştırmak gerektiğinde, İstanbul moto kurye hizmetimizden faydalanarak sorununuza çözüm üretebilirsiniz.

  • el enero 30, 2019 a las 6:28 pm
    Permalink

    Good – I should definitely pronounce, impressed with your site. I had no trouble navigating through all the tabs and related info ended up being truly simple to do to access. I recently found what I hoped for before you know it in the least. Reasonably unusual. Is likely to appreciate it for those who add forums or something, web site theme . a tones way for your customer to communicate. Nice task.

  • el enero 30, 2019 a las 8:34 pm
    Permalink

    F*ckin’ amazing things here. I’m very glad to see your post. Thanks a lot and i’m looking forward to contact you. Will you kindly drop me a e-mail?

  • el enero 31, 2019 a las 3:12 pm
    Permalink

    you are really a good webmaster. The web site loading pace is incredible. It kind of feels that you’re doing any distinctive trick. Also, The contents are masterwork. you’ve done a fantastic task on this subject!

  • el febrero 1, 2019 a las 4:29 am
    Permalink

    I loved as much as you’ll receive carried out right here. The sketch is attractive, your authored subject matter stylish. nonetheless, you command get got an nervousness over that you wish be delivering the following. unwell unquestionably come further formerly again since exactly the same nearly very often inside case you shield this hike.

  • el febrero 1, 2019 a las 2:18 pm
    Permalink

    Enjoyed reading this, very good stuff, appreciate it. “It is well to remember that the entire universe, with one trifling exception, is composed of others.” by John Andrew Holmes.

  • el febrero 5, 2019 a las 12:30 pm
    Permalink

    Very interesting info !Perfect just what I was searching for! “Peace, commerce and honest friendship with all nations entangling alliances with none.” by Thomas Jefferson.

  • el febrero 6, 2019 a las 9:02 pm
    Permalink

    I know this if off topic but I’m looking into starting my own blog and was curious what all is needed to get setup? I’m assuming having a blog like yours would cost a pretty penny? I’m not very web smart so I’m not 100% sure. Any recommendations or advice would be greatly appreciated. Thanks

  • el febrero 7, 2019 a las 4:49 pm
    Permalink

    You really make it seem so easy with your presentation however I to find this topic to be really one thing that I feel I would by no means understand. It kind of feels too complex and extremely wide for me. I am having a look ahead in your next publish, I will try to get the cling of it!

  • el febrero 8, 2019 a las 5:37 am
    Permalink

    Hello my friend! I wish to say that this post is amazing, nice written and include approximately all significant infos. I’d like to see more posts like this.

  • el febrero 9, 2019 a las 4:47 pm
    Permalink

    Howdy just wanted to give you a brief heads up and let you know a few of the pictures aren’t loading correctly. I’m not sure why but I think its a linking issue. I’ve tried it in two different browsers and both show the same results.

  • el febrero 11, 2019 a las 7:09 pm
    Permalink

    I just could not go away your site before suggesting that I actually loved the usual info a person provide on your guests? Is gonna be back often in order to investigate cross-check new posts.

  • el febrero 12, 2019 a las 3:06 am
    Permalink

    I would like to express my admiration for your kindness in support of folks who must have help on the subject matter. Your very own commitment to passing the solution up and down became rather powerful and have constantly helped professionals like me to arrive at their dreams. The valuable help indicates so much a person like me and additionally to my colleagues. With thanks; from all of us.

  • el febrero 12, 2019 a las 2:15 pm
    Permalink

    Hmm it seems like your site ate my first comment (it was super long) so I guess I’ll just sum it up what I wrote and say, I’m thoroughly enjoying your blog. I too am an aspiring blog blogger but I’m still new to the whole thing. Do you have any recommendations for rookie blog writers? I’d genuinely appreciate it.

  • el febrero 15, 2019 a las 12:59 am
    Permalink

    I have noticed that online education is getting well-known because accomplishing your degree online has changed into a popular selection for many people. Numerous people have not had an opportunity to attend a conventional college or university but seek the raised earning possibilities and career advancement that a Bachelors Degree grants. Still other people might have a qualification in one discipline but wish to pursue something they now have an interest in.

  • el febrero 15, 2019 a las 4:56 am
    Permalink

    Good web site! I really love how it is easy on my eyes and the data are well written. I am wondering how I might be notified when a new post has been made. I have subscribed to your RSS which must do the trick! Have a great day!

  • el febrero 15, 2019 a las 5:08 am
    Permalink

    What i do not realize is if truth be told how you’re not actually a lot more well-liked than you might be right now. You’re so intelligent. You understand therefore significantly in relation to this subject, produced me personally believe it from numerous various angles. Its like men and women are not involved unless it’s something to do with Girl gaga! Your individual stuffs outstanding. All the time take care of it up!

  • el febrero 15, 2019 a las 3:28 pm
    Permalink

    I have learn some excellent stuff here. Definitely price bookmarking for revisiting. I wonder how much effort you set to create such a excellent informative website.

  • el febrero 15, 2019 a las 6:54 pm
    Permalink

    Thanks for giving your ideas. I’d also like to express that video games have been ever before evolving. Technology advances and enhancements have served create authentic and active games. Most of these entertainment games were not really sensible when the actual concept was first of all being tried. Just like other forms of electronics, video games also have had to advance by many decades. This is testimony for the fast continuing development of video games.

  • el febrero 16, 2019 a las 1:57 am
    Permalink

    Very interesting subject, thanks for putting up.

  • el febrero 16, 2019 a las 2:53 am
    Permalink

    Thankyou for helping out, excellent info .

  • el febrero 16, 2019 a las 2:48 pm
    Permalink

    whoah this weblog is magnificent i really like reading your posts. Keep up the good paintings! You realize, lots of persons are looking around for this info, you could aid them greatly.

  • el febrero 16, 2019 a las 5:04 pm
    Permalink

    Magnificent web site. A lot of helpful information here. I’m sending it to a few friends ans additionally sharing in delicious. And naturally, thanks on your effort!

  • el febrero 17, 2019 a las 12:21 am
    Permalink

    I haven’t checked in here for a while because I thought it was getting boring, but the last few posts are good quality so I guess I’ll add you back to my everyday bloglist. You deserve it my friend 🙂

  • el febrero 17, 2019 a las 3:10 am
    Permalink

    I do trust all the concepts you have introduced to your post. They’re really convincing and can definitely work. Still, the posts are very quick for newbies. Could you please lengthen them a little from next time? Thanks for the post.

  • el febrero 17, 2019 a las 5:28 am
    Permalink

    Hi, Neat post. There’s an issue together with your site in internet explorer, could test this¡K IE nonetheless is the market chief and a good element of people will pass over your excellent writing because of this problem.

  • el febrero 17, 2019 a las 1:12 pm
    Permalink

    I wanted to make a simple comment to thank you for those stunning information you are showing on this website. My particularly long internet lookup has finally been rewarded with awesome details to talk about with my friends and family. I would believe that many of us visitors actually are undoubtedly lucky to be in a fantastic website with many marvellous people with beneficial opinions. I feel extremely lucky to have discovered the web page and look forward to tons of more thrilling times reading here. Thank you once more for all the details.

  • el febrero 17, 2019 a las 3:02 pm
    Permalink

    Excellent blog right here! Additionally your website quite a bit up very fast! What host are you using? Can I am getting your associate hyperlink for your host? I wish my web site loaded up as quickly as yours lol

  • el febrero 17, 2019 a las 6:41 pm
    Permalink

    I’m still learning from you, as I’m improving myself. I certainly enjoy reading everything that is posted on your site.Keep the information coming. I liked it!

  • el febrero 18, 2019 a las 4:04 am
    Permalink

    You made some decent points there. I looked on the internet for the topic and found most people will go along with with your site.

  • el febrero 18, 2019 a las 4:52 am
    Permalink

    Thanks for sharing your ideas. I’d personally also like to say that video games have been ever before evolving. Modern technology and innovative developments have aided create reasonable and enjoyable games. These kinds of entertainment video games were not actually sensible when the real concept was being tried out. Just like other kinds of technological know-how, video games also have had to grow as a result of many years. This itself is testimony on the fast progression of video games.

  • el febrero 18, 2019 a las 11:37 am
    Permalink

    I truly appreciate this post. I have been looking everywhere for this! Thank goodness I found it on Bing. You’ve made my day! Thx again!

  • el febrero 18, 2019 a las 2:03 pm
    Permalink

    I¡¦ve been exploring for a little bit for any high quality articles or weblog posts in this kind of area . Exploring in Yahoo I ultimately stumbled upon this website. Reading this information So i am glad to exhibit that I have a very good uncanny feeling I found out exactly what I needed. I such a lot surely will make certain to do not put out of your mind this web site and give it a look regularly.

  • el febrero 18, 2019 a las 3:01 pm
    Permalink

    You are a very intelligent individual!

  • el febrero 18, 2019 a las 8:04 pm
    Permalink

    Hiya very nice blog!! Man .. Excellent .. Amazing .. I will bookmark your website and take the feeds also¡KI am satisfied to seek out numerous helpful information right here in the put up, we’d like develop more techniques in this regard, thank you for sharing. . . . . .

  • el febrero 18, 2019 a las 10:41 pm
    Permalink

    I am not certain where you are getting your information, but good topic. I must spend a while finding out more or understanding more. Thanks for excellent info I was in search of this information for my mission.

  • el febrero 19, 2019 a las 2:32 am
    Permalink

    I just couldn’t depart your website before suggesting that I really enjoyed the standard info a person provide for your visitors? Is gonna be back often to check up on new posts

  • el febrero 19, 2019 a las 5:55 am
    Permalink

    Thanks for helping out, fantastic info .

  • el febrero 19, 2019 a las 8:22 am
    Permalink

    Thank you for sharing superb informations. Your web-site is very cool. I am impressed by the details that you’ve on this web site. It reveals how nicely you understand this subject. Bookmarked this web page, will come back for more articles. You, my pal, ROCK! I found simply the information I already searched all over the place and just couldn’t come across. What an ideal website.

  • el febrero 19, 2019 a las 2:38 pm
    Permalink

    Awesome blog! Is your theme custom made or did you download it from somewhere? A design like yours with a few simple adjustements would really make my blog jump out. Please let me know where you got your theme. Thank you

  • el febrero 19, 2019 a las 11:52 pm
    Permalink

    Someone necessarily help to make critically posts I might state. That is the first time I frequented your web page and thus far? I surprised with the research you made to create this particular publish extraordinary. Fantastic activity!

  • el febrero 20, 2019 a las 2:57 am
    Permalink

    An additional issue is that video gaming has become one of the all-time biggest forms of excitement for people spanning various ages. Kids participate in video games, plus adults do, too. The particular XBox 360 is among the favorite video games systems for many who love to have a huge variety of activities available to them, along with who like to experiment with live with other individuals all over the world. Thank you for sharing your thinking.

  • el febrero 20, 2019 a las 4:13 am
    Permalink

    I do consider all of the ideas you’ve introduced for your post. They’re very convincing and will definitely work. Nonetheless, the posts are too short for newbies. May you please lengthen them a little from next time? Thanks for the post.

  • el febrero 20, 2019 a las 10:41 am
    Permalink

    fantastic issues altogether, you simply received a brand new reader. What could you suggest in regards to your post that you simply made a few days in the past? Any positive?

  • el febrero 20, 2019 a las 12:38 pm
    Permalink

    Have you ever considered about adding a little bit more than just your articles? I mean, what you say is fundamental and all. But imagine if you added some great pictures or videos to give your posts more, “pop”! Your content is excellent but with images and video clips, this site could certainly be one of the best in its niche. Amazing blog!

  • el febrero 20, 2019 a las 2:55 pm
    Permalink

    Great write-up, I am regular visitor of one¡¦s blog, maintain up the nice operate, and It’s going to be a regular visitor for a lengthy time.

  • el febrero 21, 2019 a las 12:58 am
    Permalink

    Dead written subject matter, appreciate it for selective information .

  • el febrero 21, 2019 a las 2:27 am
    Permalink

    Undeniably believe that which you said. Your favourite reason appeared to be on the net the simplest thing to remember of. I say to you, I definitely get irked whilst other people consider issues that they just don’t know about. You controlled to hit the nail upon the highest as smartly as defined out the entire thing without having side-effects , people can take a signal. Will probably be back to get more. Thank you

  • el febrero 21, 2019 a las 9:25 am
    Permalink

    Wonderful site. Plenty of helpful information here. I am sending it to a few buddies ans additionally sharing in delicious. And obviously, thanks to your sweat!

  • el febrero 21, 2019 a las 2:00 pm
    Permalink

    Thank you for each of your work on this web site. My niece loves engaging in investigation and it’s easy to understand why. My partner and i know all relating to the compelling manner you offer informative tips and tricks on this website and in addition inspire contribution from some others on that content plus my daughter has always been understanding a lot. Enjoy the rest of the new year. You are conducting a superb job.

  • el febrero 21, 2019 a las 2:49 pm
    Permalink

    Once I originally commented I clicked the -Notify me when new feedback are added- checkbox and now every time a remark is added I get four emails with the same comment. Is there any way you can remove me from that service? Thanks!

Deja un comentario

Tu dirección de correo electrónico no será publicada.

Este sitio web utiliza cookies para que usted tenga la mejor experiencia de usuario. Si continúa navegando está dando su consentimiento para la aceptación de las mencionadas cookies y la aceptación de nuestra política de cookies, pinche el enlace para mayor información.plugin cookies

ACEPTAR
Aviso de cookies